| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
5
5
3
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
A+
(Buy)
|
Fund Holdings
Asset Allocation
| % Long | % Net | |
|---|---|---|
| Cash | 0.37 | 0.37 |
| Stocks | 98.28 | 98.28 |
| Bonds | 0.0 | 0.0 |
| Other | 0.0 | 0.0 |
| Foreign Bonds | 0.0 | 0.0 |
| Foreign Stocks | 1.35 | 1.35 |
| Convertible | 0.0 | 0.0 |
| Preferred | 0.0 | 0.0 |
Updated 12.31.2012
Top 10 Holdings
Performance as of 04.30.2013
Portfolio as of 12.31.2012
| Ticker | YTD Return % | % Net Assets | |
|---|---|---|---|
| Apple Inc | AAPL | -16.96 | 3.9 |
| Exxon Mobil Corporation | XOM | 1.77 | 3.65 |
| General Electric Co | GE | 6.43 | 2.24 |
| Chevron Corp | CVX | 12.05 | 2.16 |
| International Business Machines Corp | IBM | 4.66 | 2.1 |
| AT&T Inc | T | 14.09 | 2.0 |
| JPMorgan Chase & Co | JPM | 10.55 | 1.86 |
| Pfizer Inc | PFE | 16.19 | 1.86 |
| Wells Fargo & Co | WFC | 10.33 | 1.84 |
| Microsoft Corporation | MSFT | 23.36 | 1.59 |
